Journey Beyond Wealth, LLC
All 13F Filings
- Location
- Roswell, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 128,058
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 30 | 128,058 | 13F-HR | Journey Beyond Wealth, LLC |
| Q1 2026 | 4/28/2026 | 29 | 116,432 | 13F-HR | Journey Beyond Wealth, LLC |
| Q4 2025 | 1/23/2026 | 31 | 125,723 | 13F-HR | Journey Beyond Wealth, LLC |
| Q3 2025 | 10/28/2025 | 30 | 121,562 | 13F-HR | Journey Beyond Wealth, LLC |
| Q2 2025 | 7/22/2025 | 28 | 118,573 | 13F-HR | Journey Beyond Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.394 K | 7.3% | 2.001 K | 0 | 2.001 K |
| ETFs | 118.7 K | 92.7% | 9.623 K | 0 | 9.623 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
128,058
Holdings
30
QoQ value change ($000)
11,626
(10.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.